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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,140 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 88.2% | 63.9%+24.3pp | 55.6%+32.6pp | 80.0%+8.3pp |
| Annual return | 17.74% | 219.11%-201.4pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $487 | $2,288-78.7% | $1,790-72.8% | $6,407-92.4% |
| Admin fee / account holder | $325 | $2,844-88.6% | $2,495-87.0% | $12,270-97.3% |